Powerful products for modern accounting firms

Encapsulated turns fragmented tools into one governed workflow platform—so your team can see live status, know who owns the next step, and move work forward faster across tax, onboarding, document delivery, and financial visibility.

One role-based workspace that drives efficiency, profitability, and growth.

Best for

Leadership: visibility into firm performance and profitability

Tax season: clarity on what’s missing and what’s next

Onboarding: data integrity so work starts faster

Integrations: faster workflows across vendor systems

Our Product Suite

Each module can stand alone, but they’re most powerful together—one role-based workspace with consistent ownership, governed workflow, and real-time visibility.

Financial Dashboard

Fast, real-time, role-based, leadership-ready dashboards for STAR’s key financial metrics.

Dashboards for WIP & AR aging, WIP/AR reconciliation, net billings & collections

Budget-to-actual visibility and frozen historical periods for true historical analysis

Firm-level drilldowns by leader/partner, manager, office, and service line

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Tax Dashboard

A tax operations control center for requests, tracking, and delivery (currently available for 1040 workflows).

Request and track engagement letters, offshore consent forms, questionnaires, and client source documents

Email-aware intake + SafeSend + e-signature (less copying/downloading/uploading into the DMS)

Scheduled DMS routing with exception capture (reliable delivery, not wishful filing)

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Client Onboarding

Firm-specific intake + approvals that validate data and set up STAR so work can start faster.

Templates by engagement type with required fields, conditional logic, and required attachments

Risk-aware approvals and audit trail (exceptions get reviewed, not missed)

Validation before STAR creation (data integrity so work starts faster)

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SQLX (CSML for SQL Server)

Developer platform for integration and orchestration from SQL Server tooling.

Create a consolidated operational view by orchestrating multiple vendor systems

Standard patterns for auth, retries, logging, throttling, and exceptions

Scheduled automation jobs for sweeps, reconciliations, and backfills

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Integrations

We integrate via secure APIs where available and approved connectors/data feeds where APIs are limited. Orchestration is the goal—not simple synchronization.

STAR

CCH Axcess / CCH Practice Management

SafeSend

DocuSign

GoFileRoom

DocuWare

SurePrep

Microsoft 365 (Outlook, email, calendar)

Payroll (ADP Workforce Now)

HubSpot

Salesforce

FAQ

Are these products “one size fits all”?

No. Each module is configurable to your roles, workflow, and data rules—so the system fits how your firm actually operates.

Do we have to replace our current systems?

No. Encapsulated works alongside your current suite of applications. We connect what you already use and layer workflow, visibility, and governance on top.

How are products licensed?

Licensing should be stated clearly before launch (per-firm vs per-user/hybrid). In general, products are licensed with implementation and optional support/enhancement plans tailored to module and firm needs.

Can we start small?

Yes. Most firms start with one high-friction module (often Tax Dashboard or Client Onboarding), prove value quickly, then expand.

How quickly can we run a pilot?

Fast. A pilot focuses on one module, real data, and a small user group—enough to validate the workflow and measure outcomes before a broader rollout.

Do you support approvals, audit trails, and permissions?

Yes. Governance is built in: role-based access, clear ownership, and audit trails so firms can trust the system and reduce side spreadsheets.

What systems do you typically integrate with?

Most implementations connect practice management, tax, DMS, e-signature, and Microsoft 365 (Outlook/email/calendar)—plus CRM and payroll when needed. If you don’t see a system listed, we’ll review options during discovery.

Want to see these products in your workflow?

Start with one high-friction area (tax or onboarding), prove value fast, then expand to firm-wide visibility and profitability.

Encapsulated

136 Madison Avenue, 6th Floor, New York, NY 10016

hello@encapsulated.com

+1 (888) 922-1120 (toll-free)

+1 (212) 937-1040

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